Plan Snapshot
- Plan Sponsor: Prince Corporation
- Sponsor EIN: 391882387
- Sponsor Address: 8351 COUNTY RD H, MARSHFIELD, WI, 54449
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 100 | $3.7M | $75,054 | $253,864 |
| 2023 | 116 | $3.5M | $80,362 | $276,025 |
| 2022 | 128 | $3.7M | $78,745 | $272,065 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KERBER ROSE | Auditor | $16,107 | — | $16,107 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBER ROSE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,107
- Estimated Expense Ratio: 0.438% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $21,720 | $126 | — | $16,107 | — |
| 2023 | $21,479 | $171 | $5,733 | $12,600 | — |
| 2022 | $16,758 | $420 | $16,338 | — | — |